Tag: Client Engagement
Online Reviews = Social Proof Social Proof = Winning New Clients [Guest Article from Whit Lanier, CEO – Amplify Reviews] The financial advisory industry doesn’t exactly have a reputation for innovation. In line with that…
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When it comes to intergenerational wealth – some advisors get it right and others make very costly mistakes. Drawn from my recent podcast interview with family office advisor, Barry Banther, here are three insightful and…
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Harvey Mackay managed an envelope company in the 1960s, yet he solved a problem that still haunts advisory firms today. In Harvey’s case, his salespeople had superior product knowledge. But their customer knowledge was skipping a…
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When markets get choppy, financial advisors often shift into “defense” mode, focusing primarily on calming anxious clients and protecting existing relationships. And rightly so. While it’s crucial to provide reassurance during volatile times, focusing exclusively…
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The difference between winning and losing a prospective client often comes down to how clearly you can demonstrate your value. While many advisors rely solely on verbal presentations and informal discussions, implementing a formal proposal…
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Volatile Market, Looming Recession and Inflation… This is NOT a time to be quiet about referrals and introductions. When the market feels like a roller coaster—volatile stocks, whispers of a bear market, inflation, and economic…
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Make and keep these following resolutions and you’ll avoid looking like The Creepy Referral Guy in 2025. No begging, pushing, or other creepy referral behavior allowed! Bonus Resolution 13. Bring Bill Cates into your organization – virtually or in-person…
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Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial Professionals Use to Win More Ideal Clients This article is Part 2 of a 6-part series. To access Part 1, CLICK HERE….
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Get More Referrals by Adjusting Your Referral Self-Talk Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial Professionals Use to Win More Ideal Clients Adopting a process to produce a…
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Stop confusing your prospects and clients! That’s a strong statement, I know. When you use terms that your prospects and clients may not understand, you risk confusing them. Or even worse – offending them. And…
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